NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings18 positions
INDEXIQ ETF TR | 11.7M | $288.7M | 26.5% | $21.93 | +4.42% | 2 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 7.9M | $196M | 18.0% | $23.24 | +0.60% | 2 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 8.6M | $175.9M | 16.2% | $15.82 | +3.28% | 2 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 4.3M | $117.4M | 10.8% | $23.14 | -0.39% | 2 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 4.4M | $84M | 7.7% | — | — | 2 qtrssince 2019-Q1 | Increased 63 |
INDEXIQ ETF TR | 2.9M | $56M | 5.1% | $19.18 | +1.67% | 2 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 2.1M | $55.7M | 5.1% | $22.33 | +1.48% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 335,143 | $37.6M | 3.5% | $91.04 | +2.44% | 2 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 1M | $26.2M | 2.4% | $24.61 | +2.07% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 157,474 | $17.4M | 1.6% | $90.67 | +0.67% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 51,085 | $6.5M | 0.6% | $108.73 | +2.03% | 2 qtrssince 2019-Q1 | Increased 61 |
SPDR SERIES TRUST | 64,581 | $5.9M | 0.5% | $75.00 | +0.59% | 2 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD INDEX FDS | 43,191 | $4.8M | 0.4% | $95.16 | +0.83% | 2 qtrssince 2019-Q1 | Increased 55 |
VANGUARD SCOTTSDALE FDS | 55,770 | $4.7M | 0.4% | $67.77 | +4.38% | 2 qtrssince 2019-Q1 | Unchanged 0 |
INVESCO SENIOR LOAN ETF | 185,510 | $4.2M | 0.4% | $14.56 | +1.35% | 2 qtrssince 2019-Q1 | Unchanged 0 |
GOLDMAN SACHS ETF TR | 27,550 | $2.8M | 0.3% | $83.77 | +0.68% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 47,018 | $2.7M | 0.2% | $46.99 | +1.57% | 2 qtrssince 2019-Q1 | Decreased 0 |
DBX ETF TR | 92,092 | $2.4M | 0.2% | $23.65 | +4.86% | 2 qtrssince 2019-Q1 | Unchanged 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $1.1B across 18 positions as of Q2 2019. Top holdings: CLRG (26.5%), CSML (18.0%), HFXI (16.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 0 new positions, 12 exits, 3 increased. Top move: AGGE (INCREASED, conviction 63). Portfolio: $1.1B across 18 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR